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A ITA - Italia Transporto Aereo, é lançada


A345_Leadership
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3 hours ago, A345_Leadership said:

€1 bi por uma companhia que mal tem nome,  malha e produto?

Vamos ver...

Tá caro não.

AZ  LH&MSC USD 1,064 / 0.80 = 1,330 million / 85 aviões (65 NB + 13 WBx1.5 em dez22) = 15.65 mm/avião

https://www.ita-airways.com/en_us/fly-ita/ita-world/about-us.html

LTM DL pagou USD 1,900 / 0.20 = 9,500 /  374 aviões (245 NB + 86 WBx1.5 em dez19) = 25.40

G3  AA  pagou USD 200 / 0.053 = 3,774 / 135 NB em dez21 = 27.95

Todas quebradas, dão prejuízo, mas com enorme potencial. :lol:

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On 5/25/2022 at 9:16 PM, TheJoker said:

Tá caro não.

AZ  LH&MSC USD 1,064 / 0.80 = 1,330 million / 85 aviões (65 NB + 13 WBx1.5 em dez22) = 15.65 mm/avião

https://www.ita-airways.com/en_us/fly-ita/ita-world/about-us.html

LTM DL pagou USD 1,900 / 0.20 = 9,500 /  374 aviões (245 NB + 86 WBx1.5 em dez19) = 25.40

G3  AA  pagou USD 200 / 0.053 = 3,774 / 135 NB em dez21 = 27.95

Todas quebradas, dão prejuízo, mas com enorme potencial. :lol:

Faltou incluir a dividida líquida, @TheJoker

+ 1.7 bi G3; 38 mm/aviao

+ 6.8 bi Latam; 44 mm/aviao

Ita ? 

 

 

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https://www.panrotas.com.br/aviacao/parcerias/2022/06/azul-e-ita-airways-anunciam-acordo-de-codeshare_189873.html

Pelo acordo, a ITA Airways vai colocar seu código “AZ” em voos domésticos operados pela Azul em oito mercados estratégicos: Belém (PA), Cuiabá (MT), Santos Dumont (RJ), Porto Alegre (RS), Recife (PE), Juazeiro do Norte (CE), Belo Horizonte (MG) e Curitiba (PR), que terão conexão com cinco frequências semanais em junho e julho da ITA Airways, e um voo diário a partir de agosto, partindo de Roma para São Paulo. Neste momento, não haverá a inserção de voos da ITA nos canais da Azul.

 

Era o que tinha, né :lol:

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  • 3 weeks later...

https://www.avionews.it/item/1245311-ita-airways-new-bids-by-july-5.html

The Italian Ministry of Economy and Finance (Mef) will fail to identify a buyer for the national airline ITA Airways by June 30. The deadline for closing negotiations, therefore, is slipping. On a request for further information from the two interested parties, the executive had to reopen the airline's data room on June 22. Then by July 5, the two must submit binding offers

There are two interested parties: on the one hand, the Italian-German one consisting of shipowner Msc and airline Lufthansa; on the other hand, the one formed by the US fund Certares with the airlines Air France and Delta Air Lines. The government is reported to have ordered that management enter new documents into the data room and that others be updated. 

In the meantime, the ministry is responding to the questions that both groups have sent in the meantime, but there remains the issue of the industrial development plan that needs to be revised. By July 5, the two parties must submit an offer, from which they cannot withdraw, containing all the economic (future investments), industrial (the multi-year plan) and governance details. The opinion of Palazzo Chigi is expected between July 7 and 8.

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  • 2 weeks later...

A avaliação

Por enquanto, surgem poucos detalhes que confirmam o que foi antecipado por este jornal: a valorização da companhia aérea italiana, de acordo com a nova oferta da MSC e da Lufthansa, deve ter diminuído em relação ao de maio passado de um bilhão para 800-850 milhões de euros : duas gigantes pretendem ter 80% da companhia aérea, deixando 20% para Mef. A oferta da Certares também deverá conter um corte de valor de 600-800 milhões para 500-600 milhões, com uma indicação mais vaga da distribuição das ações.

https://www.corriere.it/economia/aziende/22_luglio_05/ita-airways-arriva-l-offerta-msc-lufthansa-l-80percento-compagnia-b086c956-fc90-11ec-aaff-f5c76ebeca8a.shtml

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Interessante é ver que dois pesos-pesados europeus entraram na disputa: AFR e DLH, mas a IAG não. Pode ser que preferem investir no mercado do Atlântico Norte mesmo.

Ainda acho EUR 800 milhões para ITA Airways muito, mas o mercado italiano não é desprezível.

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  • 3 weeks later...

E quando tudo ia para um desfecho, surge algo não novo:

https://www.corriere.it/economia/aziende/22_luglio_22/ita-airways-privatizzazione-finisce-mezzo-guado-a6ae68e8-092a-11ed-ba42-106d8f7128de.shtml

Em resumo: vão esperar o novo governo a ser formado para decidir sobre a venda da ITA Airways.

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https://simpleflying.com/italy-ita-airways-new-proposals-requested/?utm_term=Autofeed&utm_medium=Social&utm_content=echo&utm_source=Twitter

 

Italy Says Current ITA Airways Bids Aren't Good Enough

BYLUKE BODELL

PUBLISHED 9 HOURS AGO

ITA's projected sale may end up dragging on as the Italian government asks bidders to resubmit proposals.

The Italian government has asked parties interested in taking over national carrier ITA Airways to resubmit their bids after deeming current proposals insufficient. The two-horse race to take over the Italian carrier will likely conclude within the next few weeks. We take a closer look below.

 

ITA bids not up to scratch

At a press conference in Italy yesterday, Italian Economy Minister Daniele Franco revealed that consortiums looking to take over ITA Airways will be asked to come up with new bids, as the Italian government believes current proposals are not good enough.

Bidding for the airline closed on May 23rd, leaving just two interested coalitions after American investment firm Indigo Partners dropped out of the picture. According to Franco, current bids do not entirely match up with the government's privatization goals for ITA.

 

The two rival groups contending for ownership of ITA are Lufthansa and Swiss-Italian shipping group MSC facing an Air France-KLM, Delta Air Lines and equity-firm Certares consortium.

There is a clear sense of urgency about the takeover deal as outgoing Prime Minister Mario Draghi seeks to rubberstamp an agreement before he leaves office next month.

 

Lufthansa's patience running thin

The Italian government risks Lufthansa dropping out entirely if it can't act quickly, following comments from the airline's chief executive. ITA's sale to MSC and Lufthansa looked all set to proceed in February before other interested parties entered the frame.

Lufthansa CEO Carsten Spohr said this week,

"We believe we need to be fast here. Our patience is not endless. They need a partner and we are the right one."

The Lufthansa-MSC partnership was initially considered the frontrunner to take over after reports of Lufthansa's interest emerged in January. Italian officials reportedly prefer this option as it involves a majority 60% stake for Swiss-Italian firm MSC, with German carrier Lufthansa taking a 40% stake.

 

However, there is a convincing case from the Certares-led group, which includes ITA's fellow SkyTeam alliance members KLM, Air France and Delta.

While this move would certainly make sense given the SkyTeam connection, the Lufthansa-MSC bid is said to be stronger financially at between €1.2 billion ($1.22 billion) and €1.5 billion ($1.53 billion).

 

Accelerating the takeover

Prime Minister Mario Draghi, who is still active in a caretaker capacity after announcing his resignation in July, is eager to reach the finishing line on any takeover before he leaves.

Draghi will leave office on September 25th as Italy undergoes a general election and is reportedly hoping to proceed with the sale within the next 10 days.

Italian officials had previously penciled in a takeover for June, but things did not pan out as expected. The loss-making carrier recently requested a €400 million bailout to add to the €700 million it received in 2021.

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13 hours ago, TheJoker said:

"We believe we need to be fast here. Our patience is not endless. They need a partner and we are the right one."

Acho que o Spohr foi bem claro: quem precisa de quem é a ITA, não eles.

Para os alemães sempre existirá a possibilidade de expandir a Air Dolomiti ou fazer a Lufthansa Italia 2.0.

Uma empresa com 60 aviões, cada vez menor (TAP é maior e compare a economia dos dois países), com o único trunfo os slots de Linate, ainda vem pedir mais?

 

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A única coisa que presta na ITA são os slots... Porque de resto? Já nasceu pior que a Alitalia. Vou voar com eles daqui a dois meses e já estou tendo dores de cabeça de agora. Pasmem meus senhores, eu não consigo comprar bagagem despachada :bumbo:. É a primeira vez na vida que eu vejo uma companhia aérea dificultar a venda de um serviço adicional. Site deles é uma piada pronta, parece web de companhia aérea em 2005. 

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